ABLOX Mutual Fund

ABLOX Mutual Fund (Alger Balanced Portfolio Class I2) is managed by Alger with $72.4M in net assets. ABLOX expense ratio is 0.94%, holding 112 positions across sectors including Information Technology, Financials, Health Care. Inception date: 1989-09-05.

ABLOX performance shows a YTD return of 9.81%. The 1-year return is 19.76% and the 5-year return is 10.58%. ABLOX dividend yield stands at 12.45%, paid annually.

ABLOX top holdings include Apple, Inc (5.3%), Microsoft Corp (5.0%), Broadcom Inc (4.6%), Kla Corp (4.1%), Alphabet Inc Common Stock USD 0.001 (3.4%). Go to all ABLOX holdings, ABLOX sectors, or ABLOX dividends.

ABLOX can be compared against other funds. Use ABLOX overlap to find shared positions, or ABLOX vs another fund for a side-by-side view. ABLOX alternatives are available via the screener, along with tax-loss harvesting opportunities.